Improving Task Management in Insurance Agencies

The Challenge

Tracking To-Dos on Sticky Notes is So 2010

There are many benefits to writing things down. But tasks you need to complete in a short amount of time or by a specific date? Not so much. Using disjointed processes to track your tasks means things could be missed, incorrect, or even duplicated across multiple people.

Common pain points when using third-party task managers include:

Written notes are lost, illegible, and hard to track
Additional log ins to get to list of to-dos
Lack of accountability and collaboration with team members due to disjointed systems
Inability to track completion or cover when members are out sick/on PTO

The Solution

Task Manager Tools for Health Agents in AMS+

AMS+ eliminates these issues with a built-in task manager:

Activities allow agents and teams to see what needs done for any contact or policy at any time, plus they create a digital audit trail your business can trust
The activity calendar gives a snapshot view of each user or team's current task load right within AMS+
Automated reminders alert agents and users of new and upcoming tasks to ensure they never miss a beat
Activity reports make it easy to report on your team's overall productivity, including completion rates, outstanding tasks, and the status of incomplete tasks

Want to See How it Actually Works?

Give your team the tools to work cohesively with task management tools in AMS+.

Schedule a Demo

Trusted by Agents & Admins

What Our Clients Are Saying

"We have found AgencyBloc invaluable to the organization of our client data. We use reports to help us set goals and track progress, email marketing to reach out to clients on a regular basis, automated workflow to make sure we do not miss important tasks, and notes and activities to assign future tasks! This program has helped us to be more efficient and professional." — Tara W.

See why other agents are switching to AMS+. Schedule a meeting with one of our experts.

You've got questions. We've got answers.

FAQs About Activity Tracking in AMS+

What is activity tracking in an agency management system?
Activity tracking lets you assign, manage, and monitor tasks across your agency in one centralized place. In AgencyBloc's AMS+ solution, we call these Activities. Each Activity can include due dates, status, attachments, associated policies or clients, and notes, so your team always knows what to do next.
How does the AMS+ Calendar improve workflow for insurance agencies?
The visual Calendar view in AMS+ allows you to see all assigned tasks across your team in a date-based layout. This makes it easier to spot bottlenecks, organize follow-ups, and ensure timely task completion. Alongside list views, it gives you both macro and micro perspectives of your team’s workload.
Can Activities in AMS+ support compliance and audit trails?
Yes. Activities help you build a documented trail by attaching relevant documents (contracts, compliance forms, call recordings, emails, etc.). That ensures you have a digital record of client communication and internal task handling, which sets you up for any questions or audits that may arise.
How can I start using Activity Tracking and Calendar in AMS+?
Once you’re using AMS+, you can begin creating tasks immediately. Assign Activities manually or use Automated Workflows to auto-generate tasks based on triggers (i.e., policy renewals, new leads, onboarding, birthdays, follow-ups). To see it in action, request a demo.